PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Agreya Momentum
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 August 2018
Min. Investment
50,00,000
AUM (₹ Cr)
244.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.55%

-1.91%

-0.39%

15.44%

14.37%

12.41%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
10.89
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.57%

-7.64%

-8.30%

17.29%

21.16%

21.10%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
10.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.58%

-0.41%

2.36%

NA NA

20.84%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 December 2006
Min. Investment
50,00,000
AUM (₹ Cr)
310.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.58%

-2.65%

2.28%

19.68%

20.28%

13.00%

Xylem Maverick Strategy
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
31 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
43.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.59%

8.74%

NA NA NA

8.35%

Benchmark
S&P BSE 500 Total Return Index
Inception
20 March 2019
Min. Investment
50,00,000
AUM (₹ Cr)
45.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.59%

-6.86%

-14.16%

10.52%

11.40%

10.72%

MASK Prime Picks
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
25 June 2018
Min. Investment
50,00,000
AUM (₹ Cr)
326.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.62%

-2.41%

-0.52%

15.26%

13.14%

11.50%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 August 2022
Min. Investment
50,00,000
AUM (₹ Cr)
88.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.63%

-5.10%

-3.95%

24.58%

NA

27.63%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 October 2012
Min. Investment
50,00,000
AUM (₹ Cr)
342.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.63%

-3.40%

-2.75%

16.39%

12.42%

15.40%

Valtrust Momentum
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
20 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
79.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.66%

7.02%

-18.90%

NA NA

25.25%